Accountants in Walnut Creek

“I am a former client of Lisa's having moved to Maine from Walnut Creek several years ago. I recently was challenged by CA's FTB, and after struggling to figure out what to do on my own, out of desperation I reached out to Lisa. She still had my old files, so she volunteered to help at the height of the 2023 tax year! Once I supplied her with the information she needed, she literally solved my significant problem within hours, emailed me forms to sign and then sent them to the FTB. What a relief! Fortunately I referred one of my daughters to Lisa before she stopped being so popular that she couldn't take more clients. My daughter and her husband owe me, because Lisa is the best and that's coming from a former banker of 40 years. What's not to like: personable, highest integrity, highly competent, and SMART! Thanks again Lisa!“

“Out taxes were done accurately and high integrity. I highly recommend M&w. Parking is good and offices are very clean!“

“I have a small business and rental properties, living trusts and other investments, and have been doing business with Mr. Elsberg et. al for many years. This is a fine firm of competent, honest professionals who have offered up excellent advice, and have saved me thousands in taxes. I would recommend this firm to anyone with tax and/or related business needs.“

“Jason was my savior- I had a fair amount of back taxes owed for my business and he was able to help me promptly and professionally. Jason and his team are very easy to work with, and kept me in the loop through the whole process. I highly recommend SF Bay Tax Co. for any business or personal tax related items.“

“A very reputable cpa firm. They are very thorough and knowledgeable. I recommend Emmanuel and team“

“I have used CSMD for personal and business tax planning/reporting for over 20 years and have always had exception service and professionalism. The staff is highly trained and experienced and I'd recommend them to any person(s) or entity looking for tax and audit services.“

“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations. My company has been using their services for over 10 years.We have had no problems and feel we are ing good hands. Highly recommended!“

“I had a great visit to Gateway Tax Services with Michael. He was accommodating and made the whole process of filing my taxes simple and stress-free. He took the time to answer my questions and ensured I understood everything before I left. I recommend Gateway Tax Services and Michael to anyone looking for a reliable and professional tax service.“

“Zach and his team have been very proactive in helping me position myself to achieve maximum benefits out of my LLC from a tax and investments perspective.“